Income splitting: What still works?
With the introduction of the tax on split income (TOSI) rules in 2018, the government effectively ended many of the methods that Canadians – and
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Hall O’Brien Wealth Counsel
Insurance: The secret tools the affluent use for wealth building
Insurance is often thought of as a necessary evil. This negative perception people have of the insurance industry often leads to it being overlooked –
Cents vs. sense: Considerations for intergenerational wealth management
Many Baby Boomers are looking for ways to pass along their wealth to the next generation.
Understanding mutual funds and ETFs
An alphabet soup There are so many acronyms and variables in investing and financial planning, it can be a challenge to keep it all straight.
Rolling the dice What is a reasonable expected return from your portfolio? It’s a factor of a couple things: the amount of risk you are comfortable
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